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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,120 | $165,399+8.9% | $149,745+20.3% | $158,982+13.3% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.3pp |
| Annual return | 13.07% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,370 | $5,105-73.2% | $4,646-70.5% | $4,763-71.2% |
| Participant deferral / active EE | $4,554 | $7,183-36.6% | $6,843-33.5% | $5,983-23.9% |
| Admin fee / account holder | $1,942 | $10,811-82.0% | $9,312-79.1% | $11,252-82.7% |